Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
| KY | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mayfield Independent Schools | Mayfield | KY | 07/2019 | 07/2022 |
| Marshall County Schools | Benton | KY | 06/2016 | 07/2019 |
| The Life Associates | Benton | KY | 07/2022 | Present |
| Woodbury Financial Services Inc | Benton | KY | 10/2022 | 01/2024 |
| Osaic Wealth, Inc. | Benton | KY | 01/2024 | Present |
1. THE LIFE ASSOCIATES INC POSITION: Insurance Agent NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/01/2022 ADDRESS: 908 Poplar St. Benton, KY 42025 United States DESCRIPTION: I provide insurance products and sales. This helps provide a full financial scope for clients. 2. KENTUCKY LAKE CHAMBER OF COMMERCE POSITION: KY Lake Chamber of Commerce Board of Directors NATURE: Non Profit Membership Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 2688 US HWY 641 N, Benton KY 42025, United States DESCRIPTION: Advocacy, networking, standards, and development. Monthly meetings, Business Ribbon Cuttings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-01 |
Reach out to this advisor